Mark Lawrence Wolf

2015Annual

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Pull out the substance of this filing.

What was filed

  • 213

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 8

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Albert Schweitzer Fellowship
  • John William Ward Fellowship
  • Relative's Personal Residence Trust
  • Integnty Imtiatives International
  • UC-Irvine
  • Transparency Intemational & } Columbia University
  • Columbia University
  • Slovema Government
  • Woodrow Wilson Center
  • American Bar Association
  • Centeral bastern European Legal Institute
  • University of Califormia Irvine, Teaching

As filed

IRA #2 (H)

Vanguard Div Appreciation — Sold

IRA #1 (H)

iShares Barclays TIPS Bond Fund 2.898% — Int/Div — Sold (part)

Vanguard Bond Index Fund — Int/Div — Sold (part)

Vanguard Total Stock Market Index — Int/Div — Sold (part)

iShares MSCI Germany Index — Int/Div — Sold (part)

DB Commodity Index — Int/Div — Sold (part)

DB Commodity Index — Sold

Vanguard REIT — Int/Div — Sold (part)

Vanguard REIT — Sold (part)

Schwab Govt Money Fund — Int/Div

SPDR S&P S00 Fund — Int/Div — Sold (part)

SPDR S&P S00 Fund — Sold (part)

PowerShares QQQ Trust, Series — Int/Div

Vanguard Emerging Markets Index — Int/Div

Vanguard MSCI EAFE Index — Int/Div

EGShares ETF Emerging Markets — Int/Div

iShares AAA-A Rated Corporate Bond Fund — Int/Div — Sold

iShares Russell 2000 Index — Int/Div — Sold (part)

Vanguard Dividend Appreciation Index — Int/Div — Sold (part)

Vanguard Dividend Appreciation Index — Sold (part)

SPDR Barclays 1-3 Yr US Corp Investment Grade — Int/Div — Sold (part)

SPDR Barclays 1-3 Yr US Corp Investment Grade — Sold (part)

SPDR Barclays 1-3 Yr US Corp Investment Grade — Sold

Powershares S&P Low Volatility — Int/Div — Sold (part)

iShares Barclays 7-10 Year Treasury — Int/Div — Sold (part)

iShares Gold Trust — None — Sold (part)

Wisdom Tree Asia Local Market Debt Fund — Int/Div — Sold

Wisdom Tree Brazilian Real Fund — Int/Div — Sold

Wisdom Tree Japan Hedged Equity Fund — Int/Div — Buy (add'l)

iShares MSC United Kingdom Index — Int/Div — Buy (add'l)

iShares MSC United Kingdom Index — Sold

PIMCO 0-5 Yr High Yield Corp — Int/Div

Vanguard Intl Equity Global ex-US Real Estate — Int/Div — Sold (part)

Global X EFT Next Emerging & Frontier — Int/Div

iShares MSC ETF India — Int/Div — Sold

Powershares DB Commdty Index — Int/Div — Sold (part)

Powershares DB Commdty Index — Sold (part)

iShares MSCI HK EFT Hong Kong — None — Sold

iShares TR Bond 20+ Treasury Bond Fund — Int/Div — Buy

iShares TR Bond 20+ Treasury Bond Fund — Buy (add'l)

iShares iBoxx mvestment Grade Corp (LOD) — Int/Div — Buy

iShares iBoxx mvestment Grade Corp (LOD) — Buy (add'l)

iShares iBoxx mvestment Grade Corp (LOD) — Buy (add'l)

iShares MSCI Jpn ETF Japan — Int/Div — Buy

iShares ETF Commodities Select — Int/Div — Buy

iShares China Large Cap ETF — Int/Div — Buy

iShares China Large Cap ETF — Sold (part)

Vanguard luterm Term Corp Bd ETC — Int/Div — Buy

iShares Barclays TIPS Bond Fund 2.89% — Int/Div — Sold (part)

Vanguard Bond Index Fund — Int/Div — Sold (part)

iShares MSCI Germany Index — Int/Div — Sold (part)

iShares MSCI Germany Index — Sold

DB Commodity Index — Int/Div — Sold (part)

DB Commodity Index — Sold

Vanguard REIT Index — Int/Div — Sold (part)

Vanguard REIT Index — Sold (part)

Vanguard Total Stock Market — Int/Div — Sold (part)

Schwab Govt Money Fund — Int/Div

PowerShares QOQOQ Trust, Series — Int/Div — Sold (part)

PowerShares QOQOQ Trust, Series — Sold (part)

PowerShares QOQOQ Trust, Series — Sold (part)

Vanguard Emerging Markets Index — Int/Div

EGShares ETF Emerging Markets — Int/Div — Sold

iShares AAA-A Rated Corporate Bond Fund — Int/Div — Sold

iShares Russell 2000 Index — Int/Div

SPDR Barclays 1-3 Yr US Corp Investment Grade — Int/Div — Buy (add'l)

Powershares S&P Low Volatility — Int/Div — Sold (part)

Wisdom Tree Brazilian Real Fund — Int/Div

Wisdom Tree Japan Hedged Equity — Int/Div — Buy (add'l)

Wisdom Tree Japan Hedged Equity — Sold (part)

iShares MSC United Kingdom Index — Int/Div — Buy (add'l)

iShares MSC United Kingdom Index — Sold (part)

PIMCO 0-5 Yr High Yield Corp — Int/Div — Sold (part)

iShares Gold Trust — Int/Div

iShares Barclays 7-10 Year Treasury — Int/Div — Sold (part)

iShares Barclays 7-10 Year Treasury — Buy (add'l)

Vanguard FTSE ETF Developed Markets — Int/Div — Buy (add'l)

Vanguard FTSE ETF Developed Markets — Sold (part)

Vanguard Int'l Equity Global ex-US Real Estate — Int/Div

iShares Tr Bond 1-3 Credit Bond EFT — Int/Div

Global X ETF Next Emerging & Frpntier — Int/Div

iShares MSC EFT India — Int/Div — Sold (part)

Vanguard Div Appreciation — Int/Div — Sold (part)

iShares MSCI HK EFT Hong Kong — Int/Div — Sold (part)

iShares ETC Currency Hedged MSCI — Int/Div — Buy

iShares Tr Bond 20+ year Treasury Bond Fund — Int/Div — Buy

iShares MSCI Jpn ETF Japan — Int/Div — Buy

iShares Commodiaties Select — Int/Div — Buy

iSharesTrust ETF JP Morgan USD Emerging — Int/Div — Buy

iShares China Large Cap ETF — Int/Div — Buy

iShares China Large Cap ETF — Sold (part)

Shares Boxx INVT Grd Bond ETF — Int/Div — Buy

Shares Boxx INVT Grd Bond ETF — Buy (add'l)

BROKERAGE ACCOUNT #1 (H)

iShares Barclays 1-3 Year Treasury Bond Fund — Int/Div

iShares Barclays TIPS Bond Fund 5.298% — Int/Div

SPDR Gold Trust — None

Vanguard Dividend Appreciation Index — Int/Div — Sold (part)

Vanguard Bond Index Fund — Int/Div

Vanguard Intermediate Term Corp Bond Fund — Int/Div — Buy

Vanguard Total Stock Market Index — Int/Div

iShares 7-10 Year Treasury Bond Fund — Int/Div

iShares MSC Germany Index — Int/Div — Sold

iShares 20+ Treasury Bond — Int/Div — Buy

iShares 20+ Treasury Bond — Buy (add'l)

DB Powershares Commodity Index — None — Sold

Ishares Gold Trust — None

PIMCO Enhanced Short Maturity Strgy ETF — Int/Div

Vanguard Dividend Appreciation — Int/Div

Vanguard REIT Index — Int/Div — Sold (part)

Schwab Government Money Fund — Interest

PowerShares QQ Trust, Series — Int/Div — Sold (part)

SPDR S&P 500 Fund — Int/Div — Sold (part)

SPDR Barclays Capital Short Term Corportate Bond — Int/Div

iShares AAA-A Rated Corporate Bond Fund — Int/Div — Sold

Powershares ETF Emerging Markets — Int/Div

Guggenheim Enhanced Short Duration — Int/Div — Sold

iShares Gold Trust — None

Wisdom Tree Japan Hedged Equity — Int/Div — Buy (add'l)

iShares MSC Japan Index — Int/Div — Buy

iShares MSCI EAFE Minimum Volatility — Int/Div

iShares MSC1 United Kingdom Index — Int/Div — Buy (add'l)

iShares MSC1 United Kingdom Index — Sold

iShares Commodities Select — Int/Div — Buy

iShares Floating Rate Note Fund — Int/Div

iShares Russell 2000 Index Fund — Int/Div — Sold (part)

PIMCO EFT 0-5 Yr High Yield Corp — Int/Div — Sold

SPDR Barclays ETF 1-3 US Corp — Int/Div — Buy (add'l)

iShares IBOXX Invt Grd Bd — Int/Div — Buy

iShares MSCI ETF India — Int/Div — Sold

Vanguard Intl Eqty EFT — Int/Div

iShares MSCI HK ETF Hong Kong — Int/Div

iShares ETF Currency Hedge — Int/Div — Buy

BROKERAGE ACCOUNT #2 (H)

McDonald's Corp — Int/Div

Schwab Govt Money Fund — Interest

BROKERAGE ACCOUNT #3 (H)

iShares Barclays TIPS Bond Fund 5.289% — Int/Div

Vanguard Bond Index Fund — Int/Div — Sold (part)

Vanguard Total Stock Market Index — Int/Div

iShares Barclays 7-10 Year Treasury Bond — Int/Div

iShares MSC Germany Index — Int/Div — Buy (add'l)

iShares MSC Germany Index — Sold (part)

DB Powershares Commodity Index — Int/Div — Sold (part)

DB Powershares Commodity Index — Sold (part)

Vanguard Dividend Appreciation — Int/Div — Sold (part)

Vanguard REIT — Int/Div — Sold (part)

Vanguard REIT — Sold (part)

Schwab Govt Money Fund — Interest

SPDR S&P S00 Fund — Int/Div — Sold (part)

PowerShares QO Trust, Series — Int/Div — Sold (part)

Vanguard Emerging Markets Index — Int/Div — Buy (add'l)

Vanguard MSCI EAFE Index — Int/Div

Wisdom Tree Asia Local Market Debt Fund — Int/Div — Sold (part)

EGShares ETF Emerging Markets — Int/Div — Sold (part)

iShares AAA-A Rated Corporate Bond Fund — Int/Div — Sold (part)

SPDR Barclays 1-3 Yr US Corp Investment Grade — Int/Div — Buy (add'l)

Powershares S&P Low Volatility — Int/Div — Sold (part)

iShares Russell 2000 Index — Int/Div — Sold (part)

Wisdom Tree Brazilian Real Fund — None

Wisdom Tree Japan Hedged Equity — Int/Div — Buy (add'l)

Wisdom Tree Japan Hedged Equity — Buy (add'l)

iShares MSC1 United Kingdom Index — Int/Div — Buy (add'l)

iShares MSC1 United Kingdom Index — Sold (part)

PIMCO 0-5 Yr High Yield Corp — Int/Div — Sold (part)

iShares Gold Trust — None

Vanguard Int'l Equity Global ex-US Real Estate — Int/Div

iShares Trust ETF JP Morgan USD Emerging — Distribution — Buy

iShares TR Bond 20+ Treasury Bond — Int/Div — Buy

iShares TR Bond 20+ Treasury Bond — Buy (add'l)

iShares China Large Cap ETF (EWU) — Int/Div — Buy

iShares China Large Cap ETF (EWU) — Sold (part)

iShares iBoxx Invt Grd Bond ETF — Int/Div — Buy

Vanguard Interm Term Corp Bd ETC — Int/Div — Buy

BROKERAGE ACCOUNT #4 (H)

iShares Barclays 1-3 Year Treasury Bond — Int/Div

iShares Barclays TIPS Bond Fund 5.298% — Int/Div

SPDR Gold Trust — None

Vanguard Bond Index Fund — Int/Div

Vanguard Total Stock Market Index — Int/Div

iShares Barclays 7-10 Year Treasury Bond — Int/Div

iShares MSCI Germany Index — Int/Div — Buy (add'l)

iShares MSC Japan Index — Int/Div — Buy

DB Commodity Index — Int/Div — Sold (part)

DB Commodity Index — Sold

iShares ETF Commodities Select — Int/Div — Buy

PIMCO Enhanced Short Maturity Strgy ETFa — Int/Div

Vanguard Dividend Appreciation — Int/Div — Sold (part)

Vanguard REIT Index — Int/Div

Schwab Govt Money Fund — Interest

PowerShares QQ Trust, Series — Int/Div — Sold (part)

SPDR S&P 500 Fund — Int/Div — Sold (part)

SPDR Barclays Capital Short Term Corportate Bond — Int/Div

iShares AAA-A Rated Corporate Bond Fund — Int/Div — Buy (add'l)

Guggenheim Enhanced Short Duration — Int/Div

iShares Gold Trust — None

Wisdom Tree Japan Hedged Equity — Int/Div

MSC EAFE Minimum Volatility — Int/Div

MSCI United Kingdom Index — Int/Div

iShares Floating Rate Note Fund — Int/Div — Sold (part)

iShares Russell 2000 — Int/Div

iShares iBoxx Invt Grade Bond ETF — Int/Div — Buy (add'l)

iShares iBoxx Invt Grade Bond ETF — Buy (add'l)

Vanguard Interm Term Corp Bd ETC — Int/Div — Buy

iShares Barclays 20+ Yr Treasury Bond Fund — Int/Div — Buy

CHARLES SCHWAB MONEY MARKET ACCOUNT — None

Fidelity USA — Int/Div

Bank of America (savings) — Interest

Bank of America (checking) — Interest

LILO, LLC (Limited Liability Corporation) — Int/Div

Citizens Bank {savings and checkings) — Interest

Chairman Emeritus, Director, Albert Schweitzer Fellowship

Chur, John William Ward Fellowship

Trustee, Relative's Personal Residence Trust

Chair, Integnty Imtiatives International

Reimbursement — UC-Irvine — 1/5-1/8 — California — Teaching — Transportation, Food, Lodging

Reimbursement — Transparency Intemational & } Columbia University — 1723-126 — New York — Educational Program — Transportation, Food, Lodging

Reimbursement — Columbia University — 3730-331 — New York — Educational Program — Transportation, Food, Lodging

Reimbursement — Slovema Government — 4/184/24 — Slovenia — Human Rights Program (Speaker) — Transportation, Food, Lodging

Reimbursement — Woodrow Wilson Center — 83 — Washington, DC — Educational Program — Transportation, Food

Reimbursement — Woodrow Wilson Center — 1072 — Washington, DC — Educational Program — Transportation, Food

Reimbursement — American Bar Association — 10021-10022 — Canada — Bar Association (Speaker) — Transportation, Food, Lodging

Reimbursement — Centeral bastern European Legal Institute — 1118-11723 — Czech Republic — Educational Program (Speaker) — Transportation, Food, Lodging

Income — 2015 — University of Califormia Irvine, Teaching — S3.000.00

In 2015, most of the assets owned by my wife and me were managed by Windhaven Investments (*"Windhaven"). Windhaven provided the information in this

Report concerning the assets it managed. That information is, to the best of my knowledge, correct,

My wife and I invest in what Windhaven calls “Funds,” through which identical investments are made simultancously for many investors. They are not mutual

funds. Rather, various mdex shares are bought and sold for individual accounts at various times. Therefore, there are many transactions described in this Report

which would not be required to be reported if we were invested in mutual funds which engaged i similar transactions.

1 have not listed in Part VII the asset in my Refative’s Personal Residence Trust in part because | have no beneficial interest in it and do not now control the

purchase, sale, or other disposition of the asset,

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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